Fernando F.

Analista de Datos. Fotógrafo y escritor aficionado.

[vampipe ⍨ @vampipe]

-ALLI ESTA FACHO, EL ALCALDE DE METEPEC ES PANISTA HABER Q BAS A DECIR PINCHE POPOSICION?

-Que lo metan a la cárcel y que el PAN lo eche de su partido.

-NO PERO DEFIENDELO ANDALE

-No, a la cárcel. Sólo en Morena defienden delincuentes.

-ASH ME CHOCAS

[Destiny | Steven Bonnell II @TheOmniLiberal]

This is @Timcast knowingly taking $400,000 of dirty Russian money in 2023 while simultaneously saying that Ukraine was the enemy of America, by the way.

[Fernando F. @ferphysike]

@unixpickle @Malcolm_Ocean That's not even remotely an efficient solution

[cerise 🍒 @yfcherries]

writing out 186g as 186,000mg to make it seem like a death drink is really funny

but also holy fuck 186g of sugar in a drink should be illegal

[kmoney @kmoney]

in 2000, @saylor was the laughing stock of wall street after losing $6B of investors money.

but he didn’t quit.

he spent the next 26 years of his life retard maxxing and found a new way to run it back and achieve an even bigger loss of investors money.

inspirational 💯

[Fernando F. @ferphysike]

Hay Esperanza

[Sawyer Merritt @SawyerMerritt]

Wow, the S&P Dow Jones Indices has just officially announced that they will NOT be changing their inclusion rules to make it easier for “MegaCap” companies (such as @SpaceX) to be fast-tracked into the S&P 500.

Their reasoning:
"S&P DJI determined that exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization. The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements. Although there may be trade-offs between strict adherence to these eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance. As a result, the indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market.

No changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the S&P Dow Jones Indices consultation on the treatment of MegaCap companies. Accordingly, there will be no changes to existing methodology for this index family."

This means that the earliest @SpaceX could be eligible to be added to the S&P 500 would now be June 2027.

The requirements that will now remain in place are:
• No changes to S&P 500 eligibility rules for mega-cap companies.
• Mega-cap companies will still need to wait 12 months after their IPO before being considered for S&P 500 inclusion.
• S&P will not waive profitability requirements for mega-cap companies. The company must have positive GAAP net income in the most recent quarter, and the sum of the most recent four consecutive quarters.
• S&P will not waive minimum public float requirements for mega-cap companies. At least 10% of a company's shares must be publicly tradable ("free float").

The S&P rejected proposals that would have:
• Reduced the IPO seasoning period from 12 months to 6 months
• Waived profitability requirements
• Waived minimum public float requirements

[Fernando F. @ferphysike]

@AXL_BELFORT Idea: Hacer un descuento de X% en el ISR y/o predial para departamentos que den contratos de renta de X meseshr consecutivos.

Por ejemplo, 1% por mes. Incentivas bajar los precios para encontrar inquilinos más rápido y tener rentas a largo plazo.

¿Funcionaría?

[𐙚⋆ @voidwithverses]

“An enemy will agree, but a friend will argue”

— Russian Proverb

[Pitch Yarns @pitch_yarns]

736 men arrived in Germany in 2006.

Only 4 remain in 2026.

[Sam Ro 📈 @SamRo]

I love a financial literacy test that sees if you can pick the better lottery to play.

[Anders Sandberg @anderssandberg]

XKCD today https://t.co/69oWYIlgko is totally right. Being aware of the geometry around us and that the sun moves 15 degrees per hour has helped me select seats many times.

[Fernando F. @ferphysike]

@LatamData This happened over multiple years and is not news.

Also, Cetes yields are lower when inflation ls also lower.

[Fernando F. @ferphysike]

@Arealmfngl In Latin America, we pioneered women in authoritarianism!

[Fernando F. @ferphysike]

It literally takes 1 paper with a new algorithm to reduce AI GPU consumption to take it crashing down.

[The Kobeissi Letter @KobeissiLetter]

This is absolutely incredible.

Investors now perceive Nvidia to be as creditworthy as the US government.

Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points.

In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government.

This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world.

Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world.

Markets are treating Nvidia as one of the safest companies on the planet.

[Fernando F. @ferphysike]

Imagínense un adulto que rentara un espacio de oficina con vista a helipuertos cercanos para estar así múltiples veces al día...

[Kama @Kama_Kamilia]

A street full of grown men the second they hear a helicopter

[Fernando F. @ferphysike]

"The trillions created by AI"

*Checks notes*

It's actually "Billions in losses"

[Bernie Sanders @BernieSanders]

I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America.

This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.

[Fernando F. @ferphysike]

Buying 50% of a company at Billions to Trillions dollars valuation... But with billions of Losses?!

This isn't communism, it's a plot to make all Americans the bag holders!

Bernie NOOOO!

[Bernie Sanders @BernieSanders]

I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America.

This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.

[Fernando F. @ferphysike]

BERNIE NOOOO!

[Bernie Sanders @BernieSanders]

I will soon be introducing a bill to give the public a 50% ownership stake in the largest AI companies in America.

This would guarantee that the trillions created by AI are used to improve the lives of all of us — and block oligarch decisions that harm the American people.